Eric Wylie
CRD Number: 2703968Current Firm: Element Retirement & Investment Consultants, LLC
Compensation Model: Fee Only
Eric Wylie with Element Retirement & Investment Consultants is an independent, fee-only Registered Investment Advisor located in College Station, Texas. We look at our clients’ entire financial picture, not just their investment assets, in order to develop and implement an inspiring vision of their financial future and a realistic strategy to achieve it. All of this is accomplished through research, experience, and unparalleled attention to relationship and service.
Eric's passion is to help others, and you are encouraged to call with ANY questions of a financial nature. Because the only fee that we charge is based on a percentage of assets under our management, discussions are not just free – they are encouraged!
CRD# 5699206
Securities America Advisors, Inc.
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
CRD# 5786080
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Element Retirement & Investment Consultants, LLC | College Station, TX | Sep 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- TX
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts421ACCOUNTS
-
Average Account Value$183,396
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
TX
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